Invest Smart Grow Strong

We empower you to achieve your financial goals with personalized investment strategies, retirement planning, tax efficiency, and wealth protection—crafted by experts who truly care.

Your guide to financial freedom

We help individuals and families plan, protect, and grow their wealth with confidence. Smart investments, tax strategies, and goal-based planning—all under one roof.

Trusted by 100k+ Investors

Your Growth, Our Numbers

Success isn’t accidental. At Jaagrav Wealth, every recommendation is backed by data, research, and strategy. We make your financial journey transparent and goal-driven, so you always know where you're headed.

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Family Covered

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Years Experience

Financial Clarity

We offer clear insights and full transparency to help you understand your investments.

Stability & Security

Invest with confidence. Our secure plans ensure long-term growth with minimized risk.

Wealth Strategies

Unlock smart strategies tailored to grow your wealth with clarity and purpose.

What we can help you with

We're here to assist with your financial goals. From investments to retirement planning, count on us for expert guidance

Complimentary Services

✅ 30-Minute Q&A Session – Ask anything about personal finance
✅ Financial Goals Analysis
✅ Financial Health Check-up
✅ Mutual Fund Portfolio Review

Mutual Fund

Diversified investment options to help you achieve your financial goals.

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PMS

Customized portfolio strategies managed by experienced professionals.

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AIF

AIFs offer access to private equity, hedge funds, and other niche strategies tailored for savvy investors.

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Retirement Planning

Strategic planning to ensure a comfortable and financially secure retirement.

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Your Trust Our Commitment

We prioritize your financial security with advanced protection tools.

Secure transactions with two-factor authentication

Trusted by 200+ Investors

Data security with no compromises

Choose the Right Plan for Goals

At Jaagravwealth, we offer customized wealth-building solutions for investors at every stage. Select the plan that aligns with your ambitions.

  • Ideal for: New Investors & First-time Planners Smart Start Plan
  • Investment Range ₹50,000 - ₹5 Lakhs
  • Tenure 1 - 3 years

Features Include:

  • Goal-based Mutual Fund Portfolios
  • Tax-saving Investment Plans
  • Dedicated Relationship Manager
  • Quarterly Portfolio Review
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  • Ideal for: Ambitious Professionals & Business Owners Growth Builder Plan
  • Investment Range ₹5 Lakhs - ₹50 Lakhs
  • Tenure 3 - 5 years

Featured Include:

  • Access to PMS and AIF products
  • Unlisted Equity Investment Options
  • Insurance & Risk Management Advisory
  • Half-yearly Financial Planning Review
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  • Ideal for: High Net Worth Individuals (HNI) Wealth Master Plan
  • Investment Range ₹50 Lakhs - ₹2 Crores
  • Tenure 5 - 10 years

Featured Include:

  • Customized Portfolio Management Service (PMS)
  • Bonds & Fixed Income Products
  • Tax Optimization Strategies
  • Private Wealth Consultant
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  • Ideal for: Ultra HNIs & Family Offices Legacy Creator Plan
  • Investment Range ₹2 Crores+
  • Tenure 10+ years

Featured Include:

  • Bespoke Family Wealth Planning
  • International Investment Options
  • Estate & Succession Planning
  • Dedicated Private Banker
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Meet Our Leadership Team

Meet our leadership team at Synox With expertise in finance, technology, and strategy, they drive our success forward.

Serhiy Yaroslav

Investment Analys

Pavlo Bohdan

Financial Advisor

Emma Sophia

Fund Manager

Jordan Eugenio

Retirement Planner

Frequently Asked Questions

At Jaagrav Wealth, we offer expertly curated investment solutions designed for every stage of your financial journey.

You can start investing with as little as ₹50,000 through our Smart Start Plan, designed especially for first-time investors.

Our expert advisors will assess your financial situation, risk appetite, and long-term goals to suggest the most suitable plan customized just for you.

We offer a mix of Mutual Funds, PMS, AIFs, Bonds, Fixed Deposits, Unlisted Equity, International Investment Options, and Wealth Protection Solutions based on your chosen plan.

Absolutely. We partner with SEBI-registered, reputed fund managers and investment platforms, and every investment is made under regulated frameworks for your safety and peace of mind.

Yes — as your financial goals evolve, you can upgrade or modify your plan at any time with the help of your dedicated wealth manager.